Client Relationship Manager at Manulife aiding clients in navigating Group Retirement Services. Building relationships and supporting governance needs with tailored recommendations.
About the role
- Account Manager for thriving businesses at OneDigital, assisting with Property & Casualty insurance management. Building client relationships, processing policies, and handling various insurance tasks.
Responsibilities
- Assist Account Executive in marketing and servicing clients within the account team
- Build relationships with clients and have the ability to answer basic insurance questions
- Maintain appropriate business contact with client
- Assist with issuing insurance binders
- Process invoices for both new and renewal policies
- Process change requests from client, setting an activity for receipt of the endorsement from the insurance carrier
- Process received endorsements, check for accuracy, invoice and send to client with clear explanation of change
- Check and invoice premium audits
- Update the Applied/Epic system and the shared drive to reflect changes during the coverage term
- Order loss runs for renewal submissions and prepare loss summaries
- Generate ID cards and certificates of insurance
- Complete surplus lines filings
- Follow up on open activities
- Obtain premium finance quotes
- Obtain flood zone determinations and NFIP quotes where applicable
- All other duties and projects as assigned
Requirements
- College Graduate
- Brokers License
- 2-3 years of insurance experience
- Basic knowledge of Property and Casualty insurance coverage
- Proficiency in Microsoft Outlook Word, Excel and PowerPoint
- Ability to navigate vendor or agency management systems as applicable
- Proficiency in Applied / Epic or ability to learn these programs
- Knowledge of Adobe Acrobat is a plus
- Ability to manage client needs and multiple tasks
- Good organization skills
- Attention to accuracy and detail.
Benefits
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses
- employee perks and discounts
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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